Arizona State Retirement System decreased its stake in The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 8.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 77,029 shares of the insurance provider’s stock after selling 6,918 shares during the period. Arizona State Retirement System’s holdings in The Hartford Insurance Group were worth $10,615,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. Geneos Wealth Management Inc. boosted its stake in The Hartford Insurance Group by 2.7% during the 4th quarter. Geneos Wealth Management Inc. now owns 12,146 shares of the insurance provider’s stock worth $1,674,000 after purchasing an additional 316 shares during the period. Diversified Enterprises LLC boosted its stake in The Hartford Insurance Group by 30.8% during the 4th quarter. Diversified Enterprises LLC now owns 2,145 shares of the insurance provider’s stock worth $296,000 after purchasing an additional 505 shares during the period. Quent Long Short Global Small Cap Fund LP acquired a new stake in The Hartford Insurance Group during the 4th quarter worth $235,000. Turtle Creek Wealth Advisors LLC acquired a new stake in The Hartford Insurance Group during the 4th quarter worth $255,000. Finally, OLD National Bancorp IN boosted its stake in The Hartford Insurance Group by 111.3% during the 4th quarter. OLD National Bancorp IN now owns 3,328 shares of the insurance provider’s stock worth $459,000 after purchasing an additional 1,753 shares during the period. Institutional investors and hedge funds own 93.42% of the company’s stock.
Insider Transactions at The Hartford Insurance Group
In other The Hartford Insurance Group news, CEO Christopher Swift sold 201,938 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $136.41, for a total value of $27,546,362.58. Following the completion of the transaction, the chief executive officer directly owned 194,817 shares of the company’s stock, valued at approximately $26,574,986.97. This trade represents a 50.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Lori A. Rodden sold 40,693 shares of the stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $138.05, for a total transaction of $5,617,668.65. Following the completion of the transaction, the executive vice president directly owned 25,392 shares of the company’s stock, valued at approximately $3,505,365.60. This trade represents a 61.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 349,282 shares of company stock valued at $48,184,324 in the last quarter. Insiders own 1.50% of the company’s stock.
The Hartford Insurance Group Stock Down 3.6%
The Hartford Insurance Group (NYSE:HIG – Get Free Report) last released its earnings results on Thursday, April 23rd. The insurance provider reported $3.09 EPS for the quarter, missing analysts’ consensus estimates of $3.39 by ($0.30). The business had revenue of $14.45 billion during the quarter, compared to analyst estimates of $7.41 billion. The Hartford Insurance Group had a net margin of 14.10% and a return on equity of 22.70%. The Hartford Insurance Group’s revenue was up 6.1% compared to the same quarter last year. During the same period last year, the business posted $2.20 EPS. On average, sell-side analysts predict that The Hartford Insurance Group, Inc. will post 13.39 EPS for the current fiscal year.
The Hartford Insurance Group Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Thursday, April 2nd. Stockholders of record on Monday, March 2nd were issued a $0.60 dividend. This represents a $2.40 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Monday, March 2nd. The Hartford Insurance Group’s dividend payout ratio (DPR) is currently 16.87%.
Analyst Ratings Changes
A number of analysts recently weighed in on HIG shares. Evercore increased their price target on shares of The Hartford Insurance Group from $137.00 to $145.00 and gave the stock an “in-line” rating in a research note on Wednesday, January 7th. Bank of America increased their price target on shares of The Hartford Insurance Group from $136.00 to $138.00 and gave the stock a “neutral” rating in a research note on Tuesday, April 14th. Barclays decreased their price target on shares of The Hartford Insurance Group from $159.00 to $156.00 and set an “overweight” rating for the company in a research note on Friday. Morgan Stanley increased their price target on The Hartford Insurance Group from $140.00 to $142.00 and gave the stock an “equal weight” rating in a report on Tuesday, February 3rd. Finally, Roth Mkm lifted their price objective on shares of The Hartford Insurance Group from $120.00 to $135.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $149.38.
Read Our Latest Stock Report on HIG
The Hartford Insurance Group News Roundup
Here are the key news stories impacting The Hartford Insurance Group this week:
- Positive Sentiment: Management set a clear operational target for Business Insurance — an expense ratio below 30% by end‑of‑2027 — and is planning to operate in 30 agency states by early 2027, which could boost underwriting leverage and distribution reach over time. Read More.
- Positive Sentiment: The company reported strong core earnings of $866M and management emphasized underwriting discipline and momentum, highlighting underlying profitability that supports the long‑term thesis. Read More.
- Positive Sentiment: Barclays trimmed its price target slightly (from $159 to $156) but kept an Overweight rating, signaling continued analyst confidence in upside despite the quarter’s noise. Read More.
- Neutral Sentiment: The full Q1 earnings call transcript and slide deck are available for detail on reserve assumptions, investment income, and segment performance — useful for investors evaluating whether the EPS miss is one‑off or structural. Read More.
- Neutral Sentiment: Quarterly metrics comparisons and analyst write‑ups provide additional context on revenue mix and ROE trends; these help determine whether the stock’s valuation (P/E ~9.5) now offers a buying opportunity. Read More.
- Negative Sentiment: Reported EPS of $3.09 missed the Street ($3.39) — the miss and higher reported costs prompted investor concern and selling pressure despite higher revenue and rising investment income. Read More.
- Negative Sentiment: Analysts and outlets called out higher operating costs and weaker reserve development as the primary drivers offsetting Personal Insurance gains and investment income — these items pose near‑term earnings risk until clarified. Read More.
The Hartford Insurance Group Company Profile
The Hartford Financial Services Group, commonly known as The Hartford, is a U.S.-based insurance and investment company that provides a broad range of commercial and personal insurance products and employee benefits. Its core businesses include property and casualty insurance for businesses and individuals, group benefits such as group life, disability and dental plans, and retirement and investment solutions offered through affiliated asset-management operations. The company also delivers risk management, claims-handling and loss-prevention services designed to support policyholders across a variety of industries.
Founded in Hartford, Connecticut, in 1810, The Hartford is one of the oldest insurance organizations in the United States and has a long history of underwriting and product development across multiple insurance lines.
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